See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $253,822 | $118,849+113.6% | $96,562+162.9% | $167,490+51.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 10.49% | 50.49%-40.0pp | 37.78%-27.3pp | 478.56%-468.1pp |
| Employer contribution / active EE | $7,580 | $3,120+143.0% | $2,356+221.7% | $4,837+56.7% |
| Participant deferral / active EE | $27,135 | $4,616+487.8% | $3,849+605.0% | $6,341+327.9% |
| Admin fee / account holder | $2,283 | $8,065-71.7% | $6,181-63.1% | $12,309-81.5% |